Private Bank Investment Advisor

Manage and grow ultra-high net-worth client relationships by conducting investment reviews, setting objectives, and recommending appropriate investment products. Develop investment policy statements, advise on asset allocation, and manage client portfolios while maintaining current knowledge of Private Bank strategies. Participate with the Investment Committee, drive business development through prospecting and referrals, and initiate and close sales of complex investment products in line with securities policies and FINRA regulatory requirements.